Sally Garcia
New Britain,CT
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. Team leader fellow co-workers come to with questions for insurance knowledge and carrier appetite.
Overview
10
10
years of professional experience
Work History
Licensed Insurance Sales Agent
Bolt Agency
02.2014 - Current
- Upsold additional products and services after identifying customer needs and requirements.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Generated quotes and proposals for clients to match individual needs.
- Followed up promptly with interested clients to close sales.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Analyzed customer needs to provide customized insurance solutions.
- Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Registered customer information on database to enable tracking history and maintain accurate records.
- Developed sales strategies to increase sales of insurance policies.
Education
General Studies And Business
Tunxis Community College
Farmington, CTTheatre Arts
SUNY Purchase
Purchase, NYHigh School Diploma -
New Britain High School
New Britain, CT06.2005
Skills
- Customer Needs Assessments
- Insurance Recommendation
- Insurance Industry Knowledge
- Active Listening
- Customer Relations
- Written and Oral Communications
- Team Leadership
- Customer Relationship Management
Accomplishments
Won Trailblazer of the year equivalent to employee of the year for sales the year 2018, 2020, and 2022.
Timeline
Licensed Insurance Sales Agent
Bolt Agency
02.2014 - Current
General Studies And Business
Tunxis Community College
Theatre Arts
SUNY Purchase
High School Diploma -
New Britain High School
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